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📁 Files

A document drive that knows your records — share, version, and audit every file inside the same platform as your

AI-native file storage that doesn’t live in its own silo. Vitelligence Files is the document drive for the platform — folders, versioning, granular sharing, link-based external access, and a complete activity audit log — with files attached directly to the records they belong to in CRM, HR, Contracts, Projects, and the rest of the suite.

Replaces Box, Dropbox, Google Drive, OneDrive

Workflows connected by Vitelligence Files

Sales
Delivery
Support
Reporting
Operations
Leadership

Standalone pricing

Buy Files by itself, or add it to a Vitelligence suite.

Store, share, version, and audit files where the related customer, project, ticket, or contract lives.

Best for

Teams that need secure files attached to work records

Essentials

From $8

per user/month

A focused Files setup for small teams that need the basics without buying the full platform.

  • Core records and views
  • Basic permissions
  • Imports and exports

Professional

Contact for range

monthly

A serious business tier for teams running Files as an operating workflow.

  • Automation and workflow rules
  • Advanced reporting
  • Cross-app collaboration

AI/Advanced

Custom range

monthly

Advanced AI, automation, governance, reporting, and cross-app workflows for Files.

  • AI summaries and recommendations
  • Higher automation allowance
  • Cross-app intelligence

Everything you need in Files

Familiar Drive, Built for Business

Folders, files, drag-and-drop upload, previews — everything you expect, plus tags, descriptions, and metadata that make a file findable months from now.

  • Nested folders with custom colors, icons, and descriptions
  • File types covered: PDF, doc, spreadsheet, image, video, audio, archive, and any other binary
  • Mime-type aware previews with thumbnails where supported
  • Tags, descriptions, and metadata (dimensions, duration, page count) per file
  • Bulk move, copy, rename, and tag operations
  • Pluggable storage backends: local, S3, GCS
Familiar Drive, Built for Business

Files Attached to the Records They Belong To

A signed contract belongs to a deal. A resume belongs to a candidate. A defect photo belongs to a work order. Vitelligence Files attaches files directly to records across the suite, so the file shows up in the right context — not in a separate Drive folder someone has to remember to find.

  • Attach files to any Vitelligence record: deal, contact, candidate, ticket, asset, work order
  • Files auto-inherit the record’s sharing and permission rules
  • A single file can attach to multiple records without duplication
  • Drill from a CRM contact straight to every file ever attached to it
  • Quota and storage usage tracked per tenant with plan-aware limits
Files Attached to the Records They Belong To

AI Search and Semantic Find

Stop scrolling through folders looking for that one PDF. Vitelligence Files indexes file content and metadata so you can ask “the redlined MSA from the Acme renegotiation” and get the right file — even if you don’t remember the filename.

  • Full-text search across PDF, doc, and spreadsheet contents
  • Semantic search over content for meaning, not just keywords
  • Search by tag, owner, date range, file type, or any combination
  • AI summary of a long document on demand
  • Auto-tagging suggestions from file content and metadata
AI Search and Semantic Find

Storage You Control

Pluggable storage providers mean you’re not locked into anyone’s cloud. Use Vitelligence-managed storage, your own S3 bucket, or a GCS bucket — same UI, same audit, same sharing.

  • Storage providers supported: local, S3, GCS
  • Storage quota per tenant with current usage tracked
  • Plan-aware storage tiers (free, pro, enterprise)
  • Virus scanning on upload with clean/dirty status surfaced on the file
  • Audit-trail export for regulated and legal-hold scenarios
  • Available standalone or bundled in the Vitelligence suite
Storage You Control

Files — Frequently Asked Questions

Ready to transform your files?

Start with one files workflow and prove the value before expanding.